How to prevent referrals from walking away
By Lee Frederiksen
Keep your website up to date to create the right impression.
Figuring out the what, why, and how of IT initiatives
By Donny C. Shimamoto, CPA/CITP, CGMA
There's much to decide before CPAs choose a new technology.
Are you a leader? Take the quiz
By Ron Rael, CPA, CGMA
This self-assessment could help point you and your organization in the right direction.
Listen as much as you talk—and other communication tips
By James Carberry
Instead of throwing numbers together and calling them a presentation, try telling a story, says a CFO who values strong communication skills.
Measuring the taxable income of a marijuana business
By Annette Nellen, Esq., CPA, CGMA
The Chief Counsel's Office sheds some light on tax accounting for marijuana businesses.
Help your clients choose the right beneficiaries
By Patricia M. Annino
For sound estate plans, keep clients' beneficiary designations up-to-date.